David Rosenthal: evaluation

Transcript context

…Everyone is aware that they need to search for stuff and a third of those or a quarter of those people are aware that they need to be inspired and curate stuff based on what inspires them. Yup. Hard to know if it is specifically men or women or that’s just the way the psychological profile of users of Pinterest tend to fall out but there is a huge segments of the population—at least domestically—that despite years of knowing Pinterest, trying to use it, just really isn’t going to become engaged and use it the same way as the other segments. I think when you really think about it—maybe this is the way to think about it with Pinterest—the market for the core Pinterest product is the same market as lifestyle magazines. If you think about what is the market for Lifestyle magazines, it tends to skew heavily towards women, design magazines, home magazines, fashion magazines. There certainly are men that read lifestyle magazines but just at a much lower degree and that is where there is core fit with the Pinterest product. I think it’s had, and probably will continue to have, a very hard time expanding outside of that. Alright. That’s our bear case. Let’s talk how did the IPO go. Despite my pure, burning hatred for this term, under [...]...…

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